-54.7%
TASK price history and return analytics
+67.6%
-122.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -2.6% |
| 7D | +6.3% | -0.7% | +7.0% | +6.5% |
| 30D | +14.8% | -1.7% | +16.5% | +17.0% |
| 3M | +32.9% | -2.3% | +35.2% | +37.3% |
| 6M | +56.8% | +1.5% | +55.2% | +49.8% |
| YTD | +19.3% | +12.0% | +7.3% | -5.0% |
| 1Y | +18.4% | +12.9% | +5.6% | -7.1% |
| 3Y | +11.1% | +74.9% | -63.8% | -67.1% |
| 5Y | -78.0% | +59.9% | -138.0% | -90.4% |
| All | -54.7% | +67.6% | -122.3% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling